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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
576
MTM Investment Management
South Carolina
$6.85K +$6.91K +39 New
LI
577
LRI Investments
Florida
$6.32K – – –
HI
578
Harbour Investments
Wisconsin
$6.14K -$3.19K -18 -34%
CTWM
579
Cherry Tree Wealth Management
Minnesota
$6.14K – – –
VNA
580
Valley National Advisers
Pennsylvania
$6K -$177 -1 -3%
PGAM
581
Princeton Global Asset Management
New Jersey
$5.44K +$5.5K +31 New
CA
582
CoreCap Advisors
Michigan
$5.27K +$4.25K +24 +400%
MCM
583
Manchester Capital Management
Vermont
$4.92K -$36.2K -204 -88%
BGAI
584
Bruce G. Allen Investments
Colorado
$4.74K -$2.66K -15 -36%
NA
585
NewEdge Advisors
Louisiana
$4.39K -$214K -1,208 -98%
PWMG
586
Prestige Wealth Management Group
New Jersey
$4.21K – – –
ADL
587
Asset Dedication LLC
California
$4.21K +$2.48K +14 +140%
SWP
588
Strategic Wealth Partners
Ohio
$4.04K +$4.08K +23 New
TCOV
589
Trust Company of Vermont
Vermont
$3.86K – – –
FFO
590
Fortitude Family Office
Arizona
$3.86K +$1.6K +9 +69%
RTL
591
Red Tortoise LLC
Georgia
$3.51K – – –
CFD
592
Creative Financial Designs
Indiana
$3.34K -$3.72K -21 -53%
HHMI
593
Howard Hughes Medical Institute
Maryland
$2.81K +$2.84K +16 New
DAM
594
Delta Asset Management
Tennessee
$2.63K – – –
PWMG
595
Private Wealth Management Group
New Jersey
$2.46K -$5.14K -29 -67%
MFT
596
Moisand Fitzgerald Tamayo
Florida
$2.46K – – –
RWM
597
Raffa Wealth Management
District of Columbia
$2.46K – – –
STB
598
S&T Bank
Pennsylvania
$2.46K +$2.48K +14 New
TIM
599
Tortoise Investment Management
New York
$2.28K +$709 +4 +44%
TPWA
600
Twin Peaks Wealth Advisors
California
$2.12K +$2.31K +13 New
22 23
24
25 26